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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,109 | $92,798+93.0% | $96,707+85.2% | $137,256+30.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 11.95% | 31.24%-19.3pp | 34.78%-22.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,396 | $4,147-42.2% | $4,191-42.8% | $4,156-42.4% |
| Participant deferral / active EE | $8,008 | $5,877+36.3% | $5,997+33.5% | $6,407+25.0% |
| Admin fee / account holder | $166,180 | $7,946+1991.5% | $7,503+2114.9% | $12,270+1254.3% |